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Funds provided by: Phoenix Fund Services (UK) Ltd

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Fund name Sector TER AMC Standard
Initial
Charge		 Discount Discount Initial Charge
Via TQ Invest		 Saving 1 Buy price Sell price Yield Valuation Date Year to 31/12/2007 Year to 31/12/2008 Year to 31/12/2009 Year to 31/12/2010 Year to 31/12/2011
PFS Brompton UK Recovery View performance charts for the PFS Brompton UK Recovery UK All Companies n/a 1.50% 10.00% 0.00% 0.00% 10.00% 192.21p n/a 26/01/2012 -8.43% -34.98% 43.69% 17.68% -13.59% Call us now
PFS Chelverton UK Equity Income Inst Acc View performance charts for the PFS Chelverton UK Equity Income Inst Acc UK Equity Income 0.90% 0.75% n/a 0.00% 0.00% n/a 92.41p n/a 26/01/2012 n/a -43.61% 41.27% 37.37% -6.32% Call us now
PFS Chelverton UK Equity Income Inst Inc View performance charts for the PFS Chelverton UK Equity Income Inst Inc UK Equity Income 0.90% 0.75% n/a 0.00% 0.00% n/a 66.39p n/a 26/01/2012 -16.69% -43.65% 41.88% 37.24% -6.36% Call us now
PFS Chelverton UK Equity Income Ret Acc View performance charts for the PFS Chelverton UK Equity Income Ret Acc UK Equity Income 2.06% 1.50% 5.00% 0.00% 0.00% 5.00% 87.00p n/a 26/01/2012 n/a -44.68% 38.82% 36.11% -7.00% Call us now
PFS Chelverton UK Equity Income Ret Inc View performance charts for the PFS Chelverton UK Equity Income Ret Inc UK Equity Income 2.06% 1.50% 5.00% 0.00% 0.00% 5.00% 64.85p n/a 26/01/2012 -17.22% -43.68% 41.21% 36.52% -7.04% Call us now
PFS Downing Active Management A Acc View performance charts for the PFS Downing Active Management A Acc UK Smaller Companies 2.47% 1.75% 5.00% 0.00% 0.00% 5.00% 81.14p n/a 26/01/2012 n/a n/a 5.52% 5.21% -8.96% Call us now
PFS Downing Active Management B Acc View performance charts for the PFS Downing Active Management B Acc UK Smaller Companies 3.15% 1.00% 5.00% 0.00% 0.00% 5.00% 85.03p n/a 26/01/2012 n/a n/a 11.67% 8.14% -8.23% Call us now
PFS Greenaway View performance charts for the PFS Greenaway Mixed Investment 20%-60% Shares 2.40% 1.70% n/a 0.00% 0.00% n/a 82.80p 76.30p n/a 24/01/2012 -0.62% -5.48% 7.56% 4.42% 0.33% Call us now
PFS icf Absolute Return Portfolio A View performance charts for the PFS icf Absolute Return Portfolio A Absolute Return 2.06% 1.50% 5.00% 0.00% 0.00% 5.00% 100.00p n/a 26/01/2012 n/a n/a n/a n/a n/a Call us now
PFS icf Absolute Return Portfolio B View performance charts for the PFS icf Absolute Return Portfolio B Absolute Return 0.80% 1.00% 2.00% 0.00% 0.00% 2.00% 100.00p n/a 26/01/2012 n/a n/a n/a n/a n/a Call us now
PFS icf Absolute Return Portfolio F View performance charts for the PFS icf Absolute Return Portfolio F Absolute Return 0.80% 0.50% n/a 0.00% 0.00% n/a 100.96p n/a 26/01/2012 n/a n/a n/a n/a -3.30% Call us now
PFS PanAGGRESSIVE A View performance charts for the PFS PanAGGRESSIVE A Mixed Investment 40%-85% Shares 1.10% 0.90% 3.00% 0.00% 0.00% 3.00% 94.39p n/a 26/01/2012 n/a n/a n/a n/a -15.60% Call us now
PFS PanAGGRESSIVE B View performance charts for the PFS PanAGGRESSIVE B Mixed Investment 40%-85% Shares 0.60% 0.40% n/a 0.00% 0.00% n/a 95.31p n/a 26/01/2012 n/a n/a n/a n/a -14.64% Call us now
PFS PanAGGRESSIVE C View performance charts for the PFS PanAGGRESSIVE C Mixed Investment 40%-85% Shares n/a 0.40% n/a 0.00% 0.00% n/a 100.00p n/a 26/01/2012 n/a n/a n/a n/a n/a Call us now
PFS PanAGGRESSIVE D MAP Passive 6 View performance charts for the PFS PanAGGRESSIVE D MAP Passive 6 Mixed Investment 40%-85% Shares n/a 0.35% n/a 0.00% 0.00% n/a 100.00p n/a 26/01/2012 n/a n/a n/a n/a n/a Call us now
PFS PanBALANCED A View performance charts for the PFS PanBALANCED A Mixed Investment 40%-85% Shares 1.10% 0.90% 3.00% 0.00% 0.00% 3.00% 97.80p n/a 26/01/2012 n/a n/a n/a n/a -8.26% Call us now
PFS PanBALANCED B View performance charts for the PFS PanBALANCED B Mixed Investment 40%-85% Shares 0.60% 0.40% n/a 0.00% 0.00% n/a 98.84p n/a 26/01/2012 n/a n/a n/a n/a -7.59% Call us now
PFS PanBALANCED D MAP Passive 3 View performance charts for the PFS PanBALANCED D MAP Passive 3 Mixed Investment 40%-85% Shares n/a n/a n/a 0.00% 0.00% n/a 98.13p n/a 26/01/2012 n/a n/a n/a n/a -7.71% Call us now
PFS PanDEFENSIVE A View performance charts for the PFS PanDEFENSIVE A Mixed Investment 20%-60% Shares 1.10% 0.90% 3.00% 0.00% 0.00% 3.00% 95.70p n/a 26/01/2012 n/a n/a n/a n/a -1.99% Call us now
PFS PanDEFENSIVE B View performance charts for the PFS PanDEFENSIVE B Mixed Investment 20%-60% Shares 0.60% 0.40% n/a 0.00% 0.00% n/a 94.95p n/a 26/01/2012 n/a n/a n/a n/a -1.32% Call us now

Key

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  • Hero fund

1Discount and saving based on a typical ISA investment of £10,680.00 through the Cofunds platform.

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    This fund cannot be bought online though Cofunds. Please call the TQ Invest team for more information.

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    Income Funds

    Income funds are set up so that when income is earned the fund manager will pay that income out to the investor in the form of a cash payment. Alternatively, the investor can choose to buy more units with that income.

    Accumulation Funds

    Accumulation funds automatically reinvests all income earned back into the fund. This is usually reflected in an increase in the price of the fund.

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    Performance

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    Yield

    Yield is an indication of the amount of income generated by a fund's investments in relation to the price.

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    Alpha

    The alpha is a measure of the difference between a fund's actual return and its expected level of performance, given its level of risk (as measured by beta). A positive alpha indicates that a fund has performed better than expected based on its beta, whereas a negative alpha indicates poorer performance.

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    Beta

    The beta is a measure of a stock's price volatility in relation to the rest of the market. In other words, how does the stock's price move relative to the overall market.

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    Sharpe

    The Sharpe Ratio is a risk-adjusted measure used to determine reward per unit of risk. The higher the Sharpe ratio, the better the fund's historical risk-adjusted performance.

The value of investments and the income from them can go down as well as up. Past performance should not be regarded as a guide to the future. The investments described may not be suitable for all recipients and this content does not constitute personalised investment advice. Torquil Clark Ltd can take no responsibility for investment decisions you may take as a result of this website. Please read our full Important Investment Risk Information.

The Financial Services Authority does not regulate Taxation Advice, Enterprise Investment Schemes, Venture Capital Trusts and some forms of Individual Savings Accounts.

The information within this website is aimed at customers within the UK.

TQ Invest is a trading name of Torquil Clark Ltd. which is Authorised and Regulated by the Financial Services Authority. Registered in England No. 2446388. Registered Office: The Bailey, Skipton, North Yorkshire, BD23 1DN.